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COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS
RESEARCH & INSIGHTS
Rising On-Time Rent at Mom-and-Pop Multifamily Properties Is the Latest Sign of Firming Operating Conditions
On-time rent payments at mom-and-pop multifamily properties are improving faster than other rental segments, adding to signs of an operational recovery as supply recedes.
Jason M. Davis
Oct 1
Rental Housing Weekly Briefing: September 28 - October 2, 2026
This week’s Rental Housing Weekly Briefing examines Chandan Economics’ latest Multifamily Rent Growth Update, where annual rent growth accelerated for a fifth consecutive month and gains broadened across more US metros, alongside the September Independent Landlord Rental Performance Report, which shows further stabilization in mom-and-pop rent collections as on-time payments improved and year-over-year performance strengthened.
NYC Rent Growth Monitor: September 2026
NYC rent growth remained ahead of the national trend through August, with the Bronx now leading both annual growth and recent momentum.
Jonathan O'Kane
Sep 25
Multifamily Rent Growth Update: September 2026
US multifamily rent growth reached 2.2% year-over-year in August as monthly momentum remained strong and rent gains broadened across more metro areas.
Jonathan O'Kane
Sep 24
Independent Landlord Rental Performance Report: September 2026
The September 2026 Independent Landlord Rental Performance Report from Chandan Economics and RentRedi shows further improvement across independently operated rental properties. On-time payments rose to 83.2%, year-over-year collections strengthened by 91 basis points, and multifamily continued to narrow the performance gap with smaller rental formats.
Rental Housing Weekly Briefing: September 21-25, 2026
This week’s Rental Housing Weekly Briefing examines the Federal Reserve’s September rate hike and a materially higher projected path for interest rates, alongside the latest Arbor–Chandan Single-Family Rental Investment Trends Report, which shows improving SFR operating fundamentals and stabilizing capital-market conditions even as borrowing costs remain elevated.
Rental Housing Weekly Briefing: September 14-18, 2026
This week’s Rental Housing Weekly Briefing examines Yardi Matrix’s latest multifamily report, where national rent growth improved modestly and heavy lease-up inventories continued to weigh on several high-supply markets, alongside the August CPI report, which showed renewed headline inflation pressure and pushed markets toward an even more hawkish view of the September Fed decision.
Real Impact: What the August 2026 CPI Report Means for Rental Housing
CPI is the last major data release before the FOMC convenes on September 15–16, amid increasingly hawkish projections for its upcoming interest rate decision.
Rental Housing Weekly Briefing: September 7-11, 2026
This week’s Rental Housing Weekly Briefing examines the August jobs report, where stronger-than-expected payroll growth and upward revisions to prior months improved the near-term employment picture but reinforced upward pressure on interest rates, alongside a new Chandan Economics–Arbor Realty Trust analysis showing that build-to-rent construction remains elevated despite moderating from its 2024 peak.
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